WestHill Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WestHill Financial Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-568	Closed	-$46.6K	–	118
2023 Q3	$46.6K	Hold	568	–	–	0.01%	84
2023 Q2	$49.4K	Hold	568	–	–	0.01%	83
2023 Q1	$42.9K	Sell	568 -154	-21%	-$10.6K	0.01%	84
2022 Q4	$44.9K	Hold	722	–	–	0.01%	86
2022 Q3	$43K	Buy	722 +154	+27%	+$10.5K	0.01%	80
2022 Q2	$36K	Hold	568	–	–	0.01%	84
2022 Q1	$45K	Hold	568	–	–	0.01%	91
2021 Q4	$49K	Hold	568	–	–	0.01%	91
2021 Q3	$42K	Buy	+568	New	+$43.8K	0.01%	78
2021 Q1	$38K	Buy	+568	New	+$37.5K	0.01%	69

Other funds holding XLK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WestHill Financial Advisors's XLK Position: Q4 2023 in Review

WestHill Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023, closing a stake of 568 shares — an estimated $46.6K sold.

WestHill Financial Advisors first reported a position in XLK in Q1 2021 and held it in 10 quarters. The position peaked at $49.4K in Q2 2023. 1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

WestHill Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 568 State Street Technology Select Sector SPDR ETF shares in Q4 2023, an estimated $46.6K.
WestHill Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and held it in 10 quarters.
WestHill Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $49.4K in Q2 2023.
1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.